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BNY

Bank of New York Mellon

1,762 hedge funds and large institutions have $67.8B invested in Bank of New York Mellon in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 656 increasing their positions, 656 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 96

32% more call options, than puts

Call options by funds: $408M | Put options by funds: $308M

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0% more funds holding

Funds holding: 1,7581,762 (+4)

0% more repeat investments, than reductions

Existing positions increased: 656 | Existing positions reduced: 656

1% less capital invested

Capital invested by funds: $68.4B → $67.8B (-$598M)

1.42% less ownership

Funds ownership: 84.54%83.13% (-1.4%)

Holders
1,762
Holders Change
+4
Holders Change %
+0.23%
% of All Funds
21.56%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.4%
New
131
Increased
656
Reduced
656
Closed
96
Calls
$408M
Puts
$308M
Net Calls
+$100M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Swedbank
76
Swedbank
Sweden
$106M +$372K +3,132 +0.4%
ZIM
77
Zacks Investment Management
Illinois
$101M -$884K -7,431 -0.9%
Canada Life
78
Canada Life
Manitoba, Canada
$101M -$2.71M -22,755 -3%
AllianceBernstein
79
AllianceBernstein
Tennessee
$101M +$2.44M +20,554 +2%
Point72 Asset Management
80
Point72 Asset Management
Connecticut
$98.7M +$50.4M +423,725 +104%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$98.7M +$2.32M +19,520 +2%
PPF
82
PFA Pension Forsikringsaktieselskab
$96.3M -$108K -904 -0.1%
DB
83
Danske Bank
Denmark
$96M +$8.41M +70,739 +10%
LPL Financial
84
LPL Financial
California
$95.4M +$3.17M +26,648 +3%
Principal Financial Group
85
Principal Financial Group
Iowa
$95.4M +$1.38M +11,570 +1%
QCM
86
Quantinno Capital Management
New York
$91.1M +$29.6M +248,541 +48%
Credit Agricole
87
Credit Agricole
France
$90.2M +$18.3M +153,563 +25%
Korea Investment Corp
88
Korea Investment Corp
South Korea
$89.2M +$21M +176,356 +31%
Victory Capital Management
89
Victory Capital Management
Texas
$87.8M -$18.1M -152,343 -17%
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$86.8M +$11.1M +93,700 +15%
Citigroup
91
Citigroup
New York
$86.1M +$16.8M +141,647 +24%
Aviva
92
Aviva
United Kingdom
$84.1M +$2.3M +19,362 +3%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$83.5M -$8.57M -72,103 -9%
Universal-Beteiligungs- und Servicegesellschaft
94
Universal-Beteiligungs- und Servicegesellschaft
Germany
$83.4M +$2.76M +23,176 +3%
Janus Henderson Group
95
Janus Henderson Group
$82.3M -$41.8M -351,156 -34%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$82.1M +$2.22M +18,701 +3%
Lazard Asset Management
97
Lazard Asset Management
New York
$80.2M +$4.07M +34,256 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
98
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$77.1M -$8.33M -70,039 -10%
Aberdeen Group
99
Aberdeen Group
United Kingdom
$73.4M +$9.75K +82 +0%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$73.3M -$1.74M -14,639 -2%

BNY Hedge Fund Activity: Q1 2026 in Review

1,762 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2026, worth a combined $67.8B — down 0.87% from $68.4B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new BNY positions and 96 closed out — a net gain of 35 holders — while 656 added to existing stakes and 656 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $477M. The largest seller was Fidelity Investments, cutting an estimated $687M.

  • 1,762 institutional investors held Bank of New York Mellon (BNY) as of Q1 2026, up from 1,758 in Q4 2025.
  • Funds reported $67.8B of Bank of New York Mellon stock for Q1 2026, down 0.87% quarter-over-quarter.
  • 131 funds opened new Bank of New York Mellon positions in Q1 2026 and 96 closed out, a net change of +35 holders.
  • The largest Bank of New York Mellon buyer in Q1 2026 was Wellington Management Group, an estimated $477M added.
  • The largest Bank of New York Mellon seller in Q1 2026 was Fidelity Investments, an estimated $687M sold.

Based on aggregated 13F filings for Q1 2026.